Our Partner

Our Broker-Dealer

We are proud of our partnership with our broker-dealer, Cambridge Investment Group, Inc. As an internally controlled, national financial solutions firm focused on serving independent financial advisors and their investing clients, Cambridge gives us access to a full suite of products, and services. With Cambridge, we can create custom investment strategies tailored to your unique financial needs and goals.

Cambridge Highlights as of December 31, 2024

1981

Founded in Fairfield, IA³

3,800+

Producing financial professionals

1.2
Million+

Client Accounts

$1.79
Billion

Total Revenue*

$187
Billion+

Assets under advisement**

*Total revenue is year to date (12/31/24) and actual annualized

**AUA reflects fee-based and independent RIA assets plus commission assets

³Cambridge and its predecessor broker-dealer

Request an Appointment

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser; in the states of AK, AZ, AR, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, MI, MN, MO, MT, NC, NE, NM, NV, OK, OR, PA, SC, SD, TX, WA, WI, and WY. Schuster Anderson Wealth Advisors and Cambridge are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

Check the background of investment professionals on FINRA’s BrokerCheck.

Schuster Anderson